Menu Path: Procurement > Transactions > New Purchase Order
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A purchase order is the request for a purchase sent to Suppliers confirming the purchase of goods. |
- Key in Specific Supplier ID or click Supplier for search function
- Fill in Shipment Record
- Shipment Reference is compulsory
- Click Save Shipment Record
- Fill in Other Details
- Reference Document → this Reference Document will show as "Supplier Quotation No" at GRN by PO function
- Shipping Address
- Remarks
- PO date → by default is current date
- Terms
- Order Type
- Group Discount → if any
- Requested by
- Permit No → if any
- Click Save Other Details
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- Set for Currency Exchange Rate base on Malaysia Ringgit, click Set Foreign Currency (if any) → System will auto create CM for Currency Gain/Loss upon creating Payment Voucher. Refer to Forex Credit Memo for details
- Key in item code and click on 'Submit' or click out the 'Item' for search functionfunction → need to be more than 2 characters
- "Purchase Prompt" is configured at Add Item page
- Key in Specific Sales Order or Stock Requisition number or click Sales Order# or Stock Requisition# for search function, and click Submit → to convert SO and SR to Purchase Order
- Click Edit or Delete if applicable
- Click on Confirm and Save
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- The Item Unit Price will follow the configuration on Pricing Logic
- Refer to Set the Rebate Amount when create PO and Auto reset price after GRN for the Rebate
Tips:
Transport Company Name in Shipment Record will show in below reports:
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